The last few years have been a tumultuous time for all those
in the finance industry, to put it mildly, and an extraordinary
period for anyone investing in and trading financial
Guy de Blonay and Philip Gibbs
With valuations crashing and bail-outs aplenty, the banking
industry has seen a dramatic reshaping of its landscape in the
wake of the financial meltdown of 2007 and 2008 - and the
restructuring of the global financial system is still gathering
The turmoil has presented a wealth of opportunities for
long/short equity managers focused on trading the financial
sector, but not all of these specialists have been correctly
positioned to reap the rewards.
One of the sector's undoubted star managers is Philip Gibbs,
who leads Jupiter Asset Management's financials team. Known for
his bold and distinctive approach to equity investing, which
relies on his ability to make the right macro...